LYELL WEALTH MANAGEMENT LP
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 283521
- Registered since
- May 27, 2016
- Website
- lyellwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.07%
- Charitable Organizations1.49%
- Individuals1.24%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lyell Wealth Management LP is an independent registered investment adviser that has been SEC-registered since 2016 and operates as a limited partnership. The firm serves individuals, families and institutional clients, charging fees as a percentage of assets under management and positioning itself as a capital allocator that sources third-party managers. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through publications and seminars. Lyell does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds8%
- Private Funds6%
- US Government Bonds3%
Contacts
3 of 4JEFFREY BERRY
Managing DirectorCRD 2320205
KEVIN CONNELL
Alternative Investment ManagerCRD 6634556
NANCY TUCK
Managing DirectorCRD 1299478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$286M in ETFs
99%
$282M
0%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $29.9M | 77,905 | 10.44% |
Location
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3000 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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